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Customer Statement - Automated statements for contacts

This is really for Xero Blue not practice manager, but you do not have a category for this,

Automated client statements - have the option to send out our practice statements on a regular basis i.e. weekly or fortnightly regardless of the days due or overdue!

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Maxine Bright shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

Very early in the teams discovery at this point, but we'll share further updates with you here.

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  • Nathan & Amy Spitzer commented  ·   ·  Report

    Great idea and surely easy to execute given there are options to automatically send invoices and also reminders for late payment. Thanks!!

  • Cath Hopson commented  ·   ·  Report

    There are regular cx which require statements to pay their invoices. A way to automate this not only for our own files, but also for client files is a must!

  • Marko Cosic commented  ·   ·  Report

    Sending statements manually to idiot customers is a total pain in the backside. Automating this is easy. Why the heck isn't it here already?

  • Tracy Packman commented  ·   ·  Report

    I can't understand why this isn't already incorporated in Xero. The more I use Xero, the more I am disappointed with it's lack of basic tools.

  • Lee-Ann Gordon commented  ·   ·  Report

    This would be a great feature especially during close down periods over holiday breaks.

  • Bathroom Genie commented  ·   ·  Report

    I actually find it quite appalling that this functionality is not already an option available and I would expect to find it as part of the foundations of any accounting software. Having to pay extra for this through Statey is ridiculous.

  • Vienna Lock commented  ·   ·  Report

    I have a client with over 900 customers who we have to send manual statements to each month. Automaric statements should be standard

  • Philip Van Schalkwyk commented  ·   ·  Report

    There is a great little APP to do this: "Statey".
    But having to pay USD 10 per month extra to get the functionality is a sad state of affairs.

    Dear Xero
    Please buy and incorporate "Statey", then you can address this immediately.....

  • ACCOUNT Khine commented  ·   ·  Report

    Monthly Auto statement sent out should be a standard feature. Manually and sent to one by one consume a lots of times and can't work for customer who have different outlet since also not allow duplicate contact name.

  • Philip Van Schalkwyk commented  ·   ·  Report

    Please prioritize. Having to manually do this monthly is a problem for the majority of our clients.

  • Rachel Teh commented  ·   ·  Report

    We have different division wanted the debtor statement to go out automatically from blue xero. It has been a pain having to micro manage whether each friendly invoices reminders has go out to client.

  • Colin Richards commented  ·   ·  Report

    I would have thought being able to send regular statements, just like the invoices feature would be easy and standard!

    New selective licencing terms in Liverpool mean we no have to manually send every tenant a statement of their account even if the is no problems... Just more work and things to try to schedule!

  • Karen Lloyd commented  ·   ·  Report

    Yes please, I have a number of customers requesting monthly statements and I have to diarise to manually send them each month which is extra workload so if this could feature could be added it would help immensely.

  • Derrick Cant commented  ·   ·  Report

    There should be a field within the customer account which you can select to send statements or invoice reminders etc. We have customers with different requirements so to fully automate the process it would be great if each customer can be customised.

  • Jeff Cornwell commented  ·   ·  Report

    This is essential. Too much manual handling without it.

  • Kyle Odendaal commented  ·   ·  Report

    This would make the end of month administration side of things a lot easier for credit control!

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